Performance Improvement (FP&A) Director
Director - Performance Improvement (FP&A)
Locations: New York, Chicago, Remote
We are partnering with a high-growth advisory firm seeking a Director to lead client engagements focused on finance transformation, performance improvement, and strategic advisory. This individual will serve as a senior client-facing leader, responsible for shaping financial strategy, overseeing delivery teams, and driving measurable business impact.
Key Responsibilities
Client Leadership & Strategy
- Serve as the primary point of contact for clients, translating business needs into actionable financial strategies
- Identify opportunities to expand engagements and deepen client relationships
- Partner with senior stakeholders to drive transformation and performance improvement initiatives
Analytics & Insights
- Lead data collection efforts, including designing templates, conducting stakeholder interviews, and synthesizing findings
- Build and oversee financial and operational models to support strategic decision-making
- Develop hypotheses, perform benchmarking, and deliver actionable insights
- Create and present executive-level materials communicating findings and recommendations
Finance Transformation & Process Improvement
- Lead end-to-end process redesign initiatives across core finance functions (Order-to-Cash, Procure-to-Pay, Record-to-Report, FP&A, Treasury)
- Drive broader transformation efforts including operating model design, shared services, outsourcing, and post-M&A integration
- Oversee implementation of scalable solutions that enhance efficiency, visibility, and performance
Team Leadership
- Manage and mentor consulting teams, ensuring high-quality delivery across engagements
- Provide guidance on analysis, process design, and risk mitigation
- Support team development, staffing, and performance management
Practice Development
- Contribute to thought leadership, methodologies, and internal intellectual capital
- Support business development through proposal development and client pursuits
Qualifications
- 10+ years of experience in consulting and/or industry, with a focus on finance transformation and operational improvement
- Strong expertise across core finance processes (O2C, P2P, R2R, FP&A, reporting, forecasting)
- Experience supporting M&A (due diligence, integration, synergy modeling) and operating model design
- Background in shared services and/or outsourcing strategy is highly preferred
- Proven ability to lead complex engagements and manage senior stakeholders
- Demonstrated team leadership and mentoring experience
- Bachelor's degree in Finance or Accounting required; CPA and/or MBA preferred
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